Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Multi Cap Equity Fund · WPVLX, WPVIX | 33% | 0.87% | Weitz Investment Management, Inc. |
| 2 | Large Cap Equity Fund · WVALX, WVAIX | 32% | 0.86% | Weitz Investment Management, Inc. |
| 3 | Partners III Opportunity Fund · WPOPX, WPOIX | 26% | 1.18% | Weitz Investment Management, Inc. |
| 4 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 22% | 0.05% | BondBloxx Investment Management Corporation |
| 5 | WisdomTree Short-Term Treasury Digital Fund · WTSYX cheaper diff. adviser | 20% | 0.05% | WisdomTree Digital Management, Inc. |
| 6 | VANGUARD SHORT-TERM TREASURY INDEX FUND · VSBSX, VSBIX, VGSH cheaper diff. adviser | 20% | 0.03% | The Vanguard Group, Inc. |
| 7 | DAVENPORT CORE LEADERS FUND · DAVPX diff. adviser | 20% | 0.85% | Davenport & Company LLC |
| 8 | State Street(R) SPDR(R) Portfolio Short Term Treasury ETF · SPTS cheaper diff. adviser | 19% | 0.03% | SSGA Funds Management, Inc. |
| 9 | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · BBSB cheaper diff. adviser | 19% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 10 | Schwab Short-Term U.S. Treasury ETF · SCHO cheaper diff. adviser | 19% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | iShares 1-3 Year Treasury Bond ETF · SHY cheaper diff. adviser | 18% | 0.15% | BlackRock Fund Advisors |
| 12 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper diff. adviser | 18% | 0.59% | Calvert Research and Management |
| 13 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 18% | 0.05% | BondBloxx Investment Management Corporation |
| 14 | State Farm Interim Fund · SFITX cheaper diff. adviser | 18% | 0.16% | State Farm Investment Management Corp. |
| 15 | DF DENT PREMIER GROWTH FUND · DFDPX diff. adviser | 18% | 0.99% | D.F. DENT AND COMPANY, INC. |
| 16 | Short Duration Income Fund · WEFIX, WSHNX cheaper | 17% | 0.45% | Weitz Investment Management, Inc. |
| 17 | DIAMOND HILL LARGE CAP FUND · DHLAX, DHLRX, DHLYX cheaper diff. adviser | 17% | 0.56% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 18 | BBH Select Large Cap ETF | 17% | 0.71% | — |
| 19 | JOHNSON EQUITY INCOME FUND · JEQIX diff. adviser | 17% | 0.75% | Johnson Investment Counsel, Inc. |
| 20 | Strategic Equity Portfolio · GTCEX diff. adviser | 17% | 0.89% | Glenmede Investment Management LP |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.